SWS Partners’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

SWS Partners’s Portfolio CORP Stock Details CORP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-7,099	Closed	-$831K	–	84
2020 Q4	$831K	Sell	7,099 -62	-0.9%	-$7.18K	0.37%	92
2020 Q3	$821K	Buy	+7,161	New	+$830K	0.41%	77
2020 Q2	–	Sell	-7,192	Closed	-$761K	–	77
2020 Q1	$761K	Buy	+7,192	New	+$787K	0.54%	59
2019 Q3	$961K	Sell	8,806 -3,064	-26%	-$333K	0.57%	54
2019 Q2	$1.27M	Buy	+11,870	New	+$1.24M	0.81%	43
2018 Q4	$3.72M	Sell	37,517 -3,670	-9%	-$362K	2.82%	5
2018 Q3	$4.14M	Sell	41,187 -1,999	-5%	-$201K	2.63%	5
2018 Q2	$4.33M	Sell	43,186 -6,146	-12%	-$619K	3.04%	5
2018 Q1	$5.03M	Sell	49,332 -969	-2%	-$100K	3.71%	5
2017 Q4	$5.32M	Buy	+50,301	New	+$5.31M	3.99%	5

Other funds holding CORP

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

TCM

Towercrest Capital Management Newtown, Pennsylvania $717M AUM 15.39% 1-Year Est. Return

SWS Partners's CORP Position: Q1 2021 in Review

SWS Partners sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q1 2021, closing a stake of 7,099 shares — an estimated $831K sold.

SWS Partners first reported a position in CORP in Q4 2017 and held it in 10 quarters. The position peaked at $5.32M in Q4 2017. 133 funds tracked by Wall St. Rank hold CORP as of Q1 2021.

SWS Partners reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q1 2021 after selling out during the quarter.
SWS Partners sold 7,099 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2021, an estimated $831K.
SWS Partners first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2017 and held it in 10 quarters.
SWS Partners's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $5.32M in Q4 2017.
133 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2021.

Based on SWS Partners's 13F filing for Q1 2021, filed 17 May 2021.